FSG or phone Morningstar on 1800 03 44 55 to request a copy. Product disclosure statements for financial products offered through InvestSMART can be downloaded from this website or obtained by contacting 1300 880 160. You should consider the product disclosure statement before making a decision about a product. # Performance figures are after management and admin fees excl. Time is the most critical aspect of investing. InvestSMART cannot determine whether or not franking has been included, nor if dividends have been reinvested. A tax event may be realised as a result of switching investments. The peer comparison figures have been sourced from Morningstar data and is therefore limited to the funds and investment products included in their database. Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^. {{ getModelDescription(popupSelectedModel.id) }}, Copyright © 1999-2020 InvestSMART Financial Services Pty Ltd. All rights reserved | Australian Financial Services Licensee: AFSL # 226435 | ABN 70 089 038 531 |, Create a free account to get our investment newsletter, {{ fund.benchmark.peers.peerCount }} peers, Intelligent Investor Australian Growth Fund (formerly the Small Companies Fund), As at {{ popupSelectedModel.returnDate | date:'dd MMM yyyy' }}, {{ popupSelectedModel.stats.returns.adjReturn1Year | percentage:2:1:'N/A' }}, {{ popupSelectedModel.stats.returns.adjReturn2Year | percentage:2:1:'N/A' }}, {{ popupSelectedModel.stats.returns.adjReturn3Year | percentage:2:1:'N/A' }}, {{ popupSelectedModel.stats.returns.adjReturn4Year | percentage:2:1:'N/A' }}, {{ popupSelectedModel.returnInception | percentage:2:100:'N/A' }}, Avg of {{ popupSelectedModel.benchmark.peers.peerCount }} Peers, {{ popupSelectedModel.benchmark.peers.returns.return1Year | percentage:2:1:'N/A' }}, {{ popupSelectedModel.benchmark.peers.returns.return2Year | percentage:2:1:'N/A' }}, {{ popupSelectedModel.benchmark.peers.returns.return3Year | percentage:2:1:'N/A' }}, {{ popupSelectedModel.benchmark.peers.returns.return4Year | percentage:2:1:'N/A' }}, {{ popupSelectedModel.stats.returns.adjReturn1Year && popupSelectedModel.benchmark.peers.returns.return1Year ? AMP RD APP - Secure Growth. Click the print icon in your browser to print this report. Only funds with > three year returns were included in any fee comparison, and were compared to Morningstar's nominated benchmark. This may not include all funds available for retail investment in Australia. accurate, complete or timely. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. does not include fees charged within any ETF held in this portfolio, estimated to be approximately 0.18% (indirect cost ratio). No reproduction is permitted Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. Learn more about this managed fund including fund information, strategy, asset allocation & performance. {{ modelPortfolio.mer * 100 | number:2 }}, {{ fund.benchmark.peers.mer * 100 | number:2 }}, Average of peers ({{ fund.benchmark.peers.peerCount }}), Market index (Aust Comm Bank All Series/All Mat Accum), Copyright © 1999-2020 InvestSMART Financial Services Pty Ltd. All rights reserved | Australian Financial Services Licensee: AFSL # 226435 | ABN 70 089 038 531 |, {{ fund.benchmark.peers.peerCount }} peers, Intelligent Investor Australian Growth Fund (formerly the Small Companies Fund), AMP - Flexible Lifetime Term Pension - AMP Secure Growth, AMP - Flexible Lifetime Term Pension - AMP Secure Growth - Managed fund profile. AMP FS Super-AMP Super Easy Balanced Report generated 11 Oct 2020 | Performance 30 Sep 2020 Growth of $10,000 Fund: AMP FS Super-AMP Super Easy Balanced Index: Morningstar Aus Msec Growth … AMP - Flexible Lifetime Term Pension - AMP Secure Growth. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. The longer your time horizon the better your portfolio is able to weather the short term ups and downs and reap the rewards of generally higher markets returns long term. IMPORTANT: This information is general financial product advice only and you should consider the relevant product disclosure statement (PDS) or seek professional advice before making any investment decision. ^^ 557 Buy recommendations published by Intelligent Investor between 1 June 2001 and 30 June 2019 were independently verified by EY, as per the Recommendations Report; adjusted for franking, excludes admin and brokerage costs. Whilst every care has been taken in producing these numbers, InvestSMART does not guarantee the accuracy of the figures produced in the table. From electronic components, connectors, cables and power systems, TE's AMP products have reliably transmitted data, power and signal in devices and systems making the … Please refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/About/ IMPORTANT: This information is general financial product advice only and you should consider the relevant product disclosure statement (PDS) or seek professional advice before making any investment decision. distribution of any of this information. The peer comparison figures have been sourced from Morningstar data and is therefore limited to the funds and investment products included in their database. Information you provide will help filter our investment solutions so that we can provide general advice on which product may be appropriate. Before continuing you need to consider what is your investment goal and how long before you wish to achieve it. Currency is in AUD unless otherwise specified. Some of the material provided is published under licence from ASX Operations Before acting on any advice, you should consider the appropriateness of Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). For the effect of fees on your cumulative returns, please see our report How Fees Can Destroy Your Wealth. ^ Only funds and investment products included in the Morningstar Australia database are available for fee and performance comparison. If applicable, investors should obtain the relevant product disclosure statement and consider it before making any Find … popupSelectedModel.stats.returns.adjReturn2Year - popupSelectedModel.benchmark.peers.returns.return2Year : null | percentage:2:1:'N/A' }}, {{ popupSelectedModel.stats.returns.adjReturn3Year && popupSelectedModel.benchmark.peers.returns.return3Year ? Looks you are already a member. Historical performance is not a reliable indicator of future performance. AMP FLS - AMP Moderate Growth 2.09% FYTD More Info 31/08/2020 Conservative Balanced (41-59) FYTD 437 10 AMP SS - Future Directions Moderately Conservative 2.05% FYTD More Info 31/08/2020 Conservative Balanced 1 Fund data sourced from Morningstar. For more information about fees and costs, please see the Product Disclosure Statement and Investment Menu. ^^ 557 Buy recommendations published by Intelligent Investor between 1 June 2001 and 30 June 2019 were independently verified by EY, as per the Recommendations Report; adjusted for franking, excludes admin and brokerage costs. You must accept the terms and conditions. A tax event may be realised as a result of switching investments. Only funds with > three year returns were included in any fee comparison, and were compared to Morningstar's nominated benchmark. The peer calculation is inclusive of admin and management fees; excludes brokerage and no withdrawals have been made. Past performance is not a reliable indicator of future performance. ^ Only funds and investment products included in the Morningstar Australia database are available for fee and performance comparison. Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark. Fees are calculated by Morningstar as the average over 10 years. without the prior written content of Morningstar. decision. Fund data sourced from Morningstar. AMP SuperLeader Growth. Fees are calculated by Morningstar as the average over 10 years. Underperform the industry standard benchmarks. * InvestSMART's capped Management Fee (capped at $451p.a.) popupSelectedModel.stats.returns.adjReturn4Year - popupSelectedModel.benchmark.peers.returns.return4Year : null | percentage:2:1:'N/A' }}, AMP RD APP - Secure Growth - Managed fund profile, Suggested timeframe: {{ popupSelectedModel.timeframe }}, Risk Rating: {{ popupSelectedModel.riskRating || 'N/A' }}, Benchmark Index: {{ popupSelectedModel.benchmark.name || 'N/A' }}, Inception date: {{ (popupSelectedModel.inceptionDate | date:'dd MMM yyyy') || 'N/A' }}. Underperform the industry standard benchmarks. For more information about fees and costs, please see the Product Disclosure Statement and Investment Menu. For the effect of fees on your cumulative returns, please see our report How Fees Can Destroy Your Wealth. Choose AMP for expert financial expertise across a range of affordable plans, from insurance, KiwiSaver and investment opportunities. reference to your objectives, financial situation or needs. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. Please enter your password to proceed, You have entered an incorrect email or password, {{ modelPortfolio.mer * 100 | number:2 }}, {{ fund.benchmark.peers.mer * 100 | number:2 }}, Average of peers ({{ fund.benchmark.peers.peerCount }}), Market index (Morningstar Aus Msec Balanced TR AUD).
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